Stephen Moorman is a CFP-designated registered investment advisor at Libra Wealth LLC, based in Los Gatos, CA, with 5 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 120 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Libra Wealth offers investment management services for a fixed annual fee, determined on a case-by-case basis, ranging from $3,000 to $15,000. The fee depends on the complexity of your financial situation, the amount you invest, and the estimated time involved. Fees may be negotiable.
Location
16185 Los Gatos Blvd, Suite 205, Los Gatos, CA, 95032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen works as a Wealth Manager at Hattig Financial, dedicating 100% of his time to servicing clients, communicating with them, processing requests, and trading. This activity is investment-related.
Employment History
Current Registrations
Libra Wealth LLC
Previous Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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